Estate Planning

Women Don’t Ask | Encouraging Women to Speak Up During the Estate Planning Process

Author: Stacy Hanley   Most women that I know both personally and professionally are reluctant to ask for what they want directly. This behavior can lead to major problems down the road, especially during the financial and estate planning processes.   In my years of… Read more

Why Are Men Dominating the Financial and Estate Planning Industries?

Author: Stacy Hanley   Despite some improvement in the last few decades, financial and estate planning is still a male-dominated industry. In fact, approximately, 85% of financial planners are men.     Why is this?   Most Women Leave Financing to Their Husbands    For… Read more

Why Is it So Important for Women to Participate in the Estate Planning Process?

Author: Stacy Hanley   If you’ve been following me for a while now, you know it is my greatest passion to empower and guide women through the estate planning process so they have the confidence and desire to speak up for what they want.  … Read more

Tips for Engaging Women During the Financial and Estate Planning Process

Author: Stacy Hanley   I’ve talked a lot about the various reasons why women are less likely than men to take the reins when it comes to financial and estate planning, but I’d like to take this a step further and present some solutions.  … Read more

The 3 Estate Planning Documents Every Woman Needs

Author: Stacy Hanley    Today, millions of women must play more roles in their lives than they ever have before—boss, coworker, employee, daughter, wife, mother, friend, coach, etc. Women keep the family calendar, plan the kids’ chores, help with school activities and oversee schoolwork, make… Read more

College Planning 101

  Author: Stacy Hanley    In 1992, I had to make a decision on where to go to college. My parents wanted me to attend my home state university, The University of Georgia. This made sense logically since it was close by, the tuition was… Read more

Estate Planning for Women | Why Sooner Is Better Than Later

Author: Stacy Hanley   A year after my grandfather died, my grandmother (“GiGi”) – aged 80 – decided to move into the St. George retirement community in Roswell, GA. Fast forward 18 years and GiGi is 98 today (and still a pistol)! Here’s what I… Read more

Estate Planning Case Studies

While every person’s life circumstances are different, there are general estate planning needs that can be determined based on factors such as age, employment, marital status, life goals, etc. To help you understand what documents you might need, I’ve created the following case studies for… Read more

Should I Designate a Corporate Fiduciary?

When selecting fiduciaries to manage a will, trust, estate, etc, there are a few different options for filling these roles. Some people opt to designate individuals they know personally, some name corporations such as bank trust departments or trust companies, and some people select their… Read more

What Is a Last Will and Testament and How Does It Work?

The purpose of estate planning is to create and update the necessary documents to ensure your assets are protected and managed properly should you pass away or become incapacitated.   To do this successfully, it’s important for you to know what these estate planning documents… Read more